Membership Application-Decline an Applicant

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Processing the Applications : Decline an Applicant

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Decline an Applicant

Declining an applicant moves their application information to the Application History tab. In addition, their member record status is automatically changed from Prospective to Non-Member. Once an application has been declined, it may no longer be manipulated in the Mbr Signups area. The data in the Application History tab may be exported, but any tasks associated with the member would now be done elsewhere.

Note: Billing transactions are not affected. If an invoice or receipt was created previously for this applicant, it still exists. Write-offs, voids, or deletes must be done manually.

1.	Click Mbr Signups in the Task List.

2.	Click the Action drop-down menu on the name of the desired applicant.

3.	Click Decline.

4.	Click Save.

5.	View the applicant information by clicking Application History tab.